Noble Financial Has Positive Outlook for V2X FY2026 Earnings

V2X, Inc. (NYSE:VVX) – Analysts at Noble Financial increased their FY2026 earnings per share estimates for V2X in a research note issued on Tuesday, August 4th. Noble Financial analyst J. Gomes now forecasts that the company will post earnings of $6.16 per share for the year, up from their prior estimate of $5.95. Noble Financial has a “Outperform” rating on the stock. The consensus estimate for V2X’s current full-year earnings is $6.16 per share. Noble Financial also issued estimates for V2X’s Q4 2026 earnings at $1.58 EPS.

V2X (NYSE:VVX) last released its quarterly earnings data on Monday, August 3rd. The company reported $1.64 EPS for the quarter, topping analysts’ consensus estimates of $1.44 by $0.20. The company had revenue of $1.26 billion for the quarter, compared to the consensus estimate of $1.21 billion. V2X had a return on equity of 17.70% and a net margin of 1.88%.The company’s quarterly revenue was up 16.5% compared to the same quarter last year. During the same period last year, the business posted $1.33 EPS. V2X has set its FY 2026 guidance at 5.900-6.300 EPS.

Several other research firms have also commented on VVX. Truist Financial restated a “hold” rating and issued a $85.00 price target (up from $70.00) on shares of V2X in a report on Tuesday. Stifel Nicolaus set a $102.00 price objective on shares of V2X in a research note on Tuesday. Morgan Stanley boosted their price objective on shares of V2X from $80.00 to $90.00 and gave the stock an “equal weight” rating in a research note on Tuesday. Royal Bank Of Canada increased their price objective on shares of V2X from $70.00 to $75.00 and gave the stock a “sector perform” rating in a research report on Tuesday, May 5th. Finally, Weiss Ratings lowered shares of V2X from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, June 11th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, V2X has a consensus rating of “Moderate Buy” and a consensus target price of $86.90.

V2X Stock Down 8.5%

Shares of NYSE:VVX opened at $79.05 on Wednesday. The company has a debt-to-equity ratio of 0.96, a quick ratio of 1.25 and a current ratio of 1.25. V2X has a 1 year low of $49.59 and a 1 year high of $93.98. The stock has a market capitalization of $2.48 billion, a P/E ratio of 28.33, a PEG ratio of 0.69 and a beta of 0.21. The stock has a 50-day simple moving average of $80.96 and a 200-day simple moving average of $73.17.

Institutional Investors Weigh In On V2X

Hedge funds have recently modified their holdings of the stock. Comerica Bank lifted its position in V2X by 79.1% during the 3rd quarter. Comerica Bank now owns 480 shares of the company’s stock worth $28,000 after acquiring an additional 212 shares in the last quarter. Fifth Third Bancorp acquired a new stake in V2X in the first quarter valued at approximately $46,000. Larson Financial Group LLC grew its position in V2X by 207.3% in the third quarter. Larson Financial Group LLC now owns 759 shares of the company’s stock valued at $44,000 after acquiring an additional 512 shares in the last quarter. KBC Group NV purchased a new stake in shares of V2X during the first quarter valued at approximately $64,000. Finally, Osaic Holdings Inc. raised its stake in shares of V2X by 140.0% during the second quarter. Osaic Holdings Inc. now owns 1,068 shares of the company’s stock valued at $52,000 after purchasing an additional 623 shares during the period. 95.18% of the stock is currently owned by hedge funds and other institutional investors.

V2X News Roundup

Here are the key news stories impacting V2X this week:

• Positive Sentiment: U.S. Air Force contract: V2X won a potential $500 million indefinite-delivery/indefinite-quantity contract to provide logistics support for the Air Force’s C-12 aircraft fleet. The award strengthens backlog visibility and reinforces the company’s execution record. V2X Awarded $500 Million U.S. Air Force C-12 Sustainment Contract
• Positive Sentiment: Quarterly earnings beat estimates: Second-quarter revenue rose 16.5% year over year to $1.26 billion, exceeding the $1.21 billion consensus. Adjusted EPS of $1.64 also topped expectations of approximately $1.44-$1.45 and increased from $1.33 a year earlier. Adjusted net income rose 22% to $51.6 million. V2X Reports Second Quarter 2026 Results
• Positive Sentiment: Full-year outlook improved: Management raised its 2026 revenue, adjusted EBITDA and adjusted EPS guidance. The new EPS range is $5.90-$6.30, while revenue guidance is $4.9-$5.0 billion, supporting expectations for continued growth.
• Positive Sentiment: Higher analyst targets: Morgan Stanley raised its price target to $90 from $80, while Robert W. Baird set a $94 target. These targets imply additional upside, although both firms remain neutral or equal weight on the shares.
• Neutral Sentiment: Potential acquisitions: V2X is reportedly pursuing acquisitions, which could expand its capabilities and growth opportunities but may also increase integration and financing risk. V2X Pursuing Acquisitions
• Negative Sentiment: Limited guidance upside and valuation concerns: The midpoint of the new EPS range is approximately $6.10, only slightly above the roughly $6.09 consensus. With shares trading at about 28 times earnings and near their 50-day average, investors may have viewed the outlook as insufficiently aggressive despite the quarterly beat.

V2X Company Profile

V2X, Inc provides critical mission solutions and support services to defense clients worldwide. It offers a suite of integrated solutions across the operations and logistics, aerospace, training, and technology markets to national security, defense, civilian, and international clients. The company was incorporated in 2014 and is headquartered in Mclean, Virginia.